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In this tutorial, Colton from Custom Excel Spreadsheets demonstrates how to create a quote form for businesses using a blank spreadsheet. He emphasizes the importance of saving the file initially to prevent losing any work. Colton suggests starting by entering generic information at the top, including the company name, address, and contact details, as well as the recipient of the quote. He stresses that the goal is to create a reusable template that can be modified with real information later. At this stage, he advises not to focus on formatting, as the priority is simply to outline the necessary components for the form, with adjustments to aesthetics made afterward.